The students in the AIM program (Class of 2012) were the beneficiaries of a presentation by Craig Vanucci, Managing Director, Sales and Client Service, Ziegler Lotsoff. Mr. Vanucci's presentation on February 13th focused on portfolio optimization and risk management. The topics of Value at Risk (VaR) and liability management were presented. This topic will be further explored by the AIM students in March.
Dr. David Krause, AIM program director, said that Mr. Vanucci's talk "was well received by the students. The topics he discussed were well-timed with the material we are about to cover. The concepts of Value at Risk and asset allocation are important issues that we will be discussing soon. Craig did an excellent job explaining these challenges issues - I appreciate his visit to the AIM program. He did a very effective job."
Craig S. Vanucci joined the Ziegler in 1994 after spending several years with a major regional bank holding company as manager of its Institutional Investments Division. He was also a managing director and partner in a private investment advisory firm. Mr. Vanucci currently serves as a member of the Ziegler Lotsoff's Investment Services Group Equity and Fixed Income Committees. Mr. Vanucci’s primary area of expertise is in developing investment management strategies and solutions for the ongoing management of health care, senior living, municipal and corporate relationships. Over the past 20 years, he has given a variety of speeches on these subjects.
Mr. Vanucci received a B.S. in finance from Bowling Green State University and an M.B.A. from the University of Toledo. He earned the Chartered Financial Analyst (CFA) designation in 1989 and is a member of the Milwaukee Investment Analyst Society and the CFA Institute.
